Senior WMS Manager
Minneapolis, Minnesota, United States of America
Full Time
4 days ago
$81,700 - $112,300 USD
No Visa Sponsorship
About this role
Role Overview
- Conduct autonomous, comprehensive investment research, analysis and selection for assigned product lines.
- Prepare written reports that identify trends, opportunities, and recommendations related to assigned coverage area.
- Communicate investment information concisely both in writing and verbally to various constituents.
- Support initial and ongoing due diligence reviews of asset management companies.
- Maintain, enhance, and develop quantitative tools to assist in evaluation of investment strategies.
Requirements
- 1
- 3 years' relevant experience
- Bachelor's degree or equivalent experience, preferably in Finance, Investments, Economics, or Business.
- Active Series 7 or ability to obtain within 120 days
- Understanding of ETFs, Closed-End Funds, and UITs
- Strong working knowledge of Excel
- Strong quantitative skills and the ability to effectively communicate investment knowledge.
- Prior research experience with a focus on ETFs, Closed-End Funds, and/or UITs
- Experience with analytical software used to evaluate investments (FactSet, Morningstar Direct, Bloomberg)
Benefits
- Health insurance
- 401(k)
- Paid time off
- Flexible work arrangements